Dear Investors,
Better late than never, here is a brief recap of May. Some tariff commentary and earnings updates. Overall, inflation readings are getting closer to 2%, there is optimism around a couple of rate cuts this year, and still potential we could see a recession in the back half of the year.
On top of that, we now have some interesting things happening in the middle east. Keep your seatbelts on.
Brady Ritchey
Chief Investment Officer
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